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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,789 | $117,859-39.1% | $102,438-29.9% | $145,959-50.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 1.83% | 31.72%-29.9pp | 29.37%-27.5pp | 561.95%-560.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $353 | $5,732-93.8% | $5,054-93.0% | $6,689-94.7% |
| Admin fee / account holder | $99,911 | $13,318+650.2% | $9,448+957.5% | $13,398+645.7% |